2026年，折叠屏智能手机迎来关键年

Core Insights - The foldable smartphone market is experiencing a wave of new releases in 2025, with manufacturers addressing concerns about device thickness and weight through advanced engineering technologies [1][4] - Despite increased competition, global shipments of foldable smartphones remained stable at around 6.6 million units in the first half of 2025, with a notable 32.8% year-on-year growth in the Chinese market [4] - The foldable smartphone segment is expected to see significant growth in 2026, with a projected 51% year-on-year increase in shipments, driven by intensified competition and more affordable flip models [4][12] Market Dynamics - The foldable smartphone category remains a niche market, accounting for only 1.0-1.5% of global shipments, but its revenue contribution and strategic value are disproportionately high [7][11] - Samsung's product strategy exemplifies this, as its Galaxy Z Fold7 generates revenue equivalent to approximately 15 entry-level Galaxy A06 4G devices, highlighting the high average selling price (ASP) of foldable devices [11] Consumer Perception and Adoption Challenges - A consumer study revealed that while 96% of respondents are aware of foldable smartphones, nearly 40% expressed disinterest, primarily due to budget constraints or unmet needs [12][14] - Key challenges for broader adoption include changing consumer behavior, high pricing, and the need for effective marketing strategies that emphasize user experience and trust [14][12] Strategic Implications for Manufacturers - Foldable smartphones are becoming a strategic lever for manufacturers to drive high-end branding, differentiation, and long-term profitability, despite their limited market scale [11][7] - Companies are exploring enterprise applications for foldable devices, positioning them as productivity tools rather than mere consumer novelties [14][12]